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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,493 | $76,834+110.2% | $108,359+49.0% | $87,485+84.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 21.16% | 19.09%+2.1pp | 36.89%-15.7pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,734 | $1,556+75.6% | $2,399+13.9% | $2,596+5.3% |
| Participant deferral / active EE | $7,030 | $3,100+126.8% | $4,137+69.9% | $4,274+64.5% |
| Admin fee / account holder | $10,984 | $6,537+68.0% | $9,741+12.8% | $7,775+41.3% |